Overview
Assets Under Management: $462 million
Headquarters: CHICO, CA
High-Net-Worth Clients: 19
Average Client Assets: $13 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.90
Average High-Net-Worth Client Assets: $13 million
Total Client Accounts: 806
Discretionary Accounts: 806
Regulatory Filings
CRD Number: 162562
Last Filing Date: 2025-02-18 00:00:00
Website: https://www.youtube.com/watch?v=90RGsFJLyRA&feature=youtu.be